+77.5%
ROAM vs VT
+66.2%
+11.3%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.6% |
| 7D | +1.3% | +0.4% | +0.9% | +0.9% |
| 30D | +4.2% | +1.0% | +3.3% | +3.4% |
| 3M | +0.9% | +2.4% | -1.5% | -0.8% |
| 6M | +16.6% | +12.0% | +4.6% | +7.2% |
| YTD | +27.3% | +15.3% | +11.9% | +14.6% |
| 1Y | +40.5% | +22.6% | +17.9% | +20.9% |
| 3Y | +92.7% | +74.7% | +18.0% | +27.6% |
| All | +77.5% | +66.2% | +11.3% | +21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling